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In a world of jammed software program devices, Extendly’s snapshots provide a balance of affordability, specificity and support. Each snapshot is crafted for diverse operational needs and integrates perfectly with HighLevel CRM to ensure a smooth customer trip.
Quickly replicate the most reliable marketing approaches and setups for your company in mins. This saves you time, guarantees consistency and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout designed to aid you launch a white-labeled software program as a service (SaaS) agency fast. It furnishes you with a thorough collection of devices and attributes to draw in, support and convert introduce customers. This includes a website, sales funnels, custom-made kind layouts, workflow automation, online schedules for reservation and scheduling, and Extendly Google Sheets Workflow Action.
Set up snapshots are a convenient means for company leaders to keep their clients and stakeholders updated with efficiency records. It conserves them the moment of constructing their own routine reports or visiting to obtain on-demand data. Rather, they can send a meaningful efficiency control panel on an arranged basis that’s relevant to their goals and problems to discuss in their next testimonial conference.
When you create a snapshot, all projects, layouts, automations, kinds, custom-made areas, tags, sectors, racking up guidelines, pipelines, contacts and automated email and sms message projects that existed in your sandbox right now of production are immediately recorded right into the brand-new account you create from it. Furthermore, you’ll also have access to any existing photos that are included in the template. You can choose to either usage or erase the snapshot. When a snapshot is created, you can import it right into various other GoHighlevel accounts making use of a share web link that produces and sends to any address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the best method to obtain your company began. It’s totally automated to make running your tiny client accounts a breeze, including a representative internet site timetable a recall button, testimonials and recommendation requests, lead capture and email auto-responders, consultation pointers, lost/inactive clients, no-show workflows, follow-up sequences and more. It also includes a full agency setup and personalization in your High Level CRM in addition to hands-on training and 6 months of FREE assistance gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for relative economic stability compared to current years, which is excellent news for brokers and their customers. The snapshot likewise shows an expanding interest amongst SMBs to connect with a PEO partner, which is an exceptional opportunity for brokers to help their local business clients simplify advantages monitoring and include more value to the relationship.
This snapshot is a single acquisition and just legitimate for usage within 1 HighLevel agency account. You are not permitted to gift or re-sell the snapshot. You can, nonetheless, include it to as many sub-accounts within your company as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of purchase. Click on this link for even more information. * Please keep in mind that this snapshot is just available for use with the GoHighLevel CRM. If you are utilizing one more system, please call us to talk about choices.
Free Agency Snapshot
The Free Agency Snapshot is created to make your agency run smoothly and effectively. It furnishes you with an effective toolkit to capture leads, automate tasks and convert them right into clients. It likewise consists of a detailed video clip that walks you with the configuration process.
The snapshot will transfer the following things to a new client account:
Projects, layouts, automations, forms, custom-made areas, tags, section conditions, racking up guidelines, pipelines, get in touches with and campaign reports. Note that images from templates, projects and automation emails will not be transferred.
When you are ready to release the snapshot, click the Actions food selection in the top right corner of your company view and choose Load Snapshot. After that select the customer account that you intend to load it into. You can after that use any one of the settings that you have customized in the snapshot.
You can additionally use this switch to freshen the snapshot. If you developed a snapshot and then create 100 customer sub-accounts using it, this will certainly push any kind of updates to all accounts that are connected to the snapshot.
Snapshots are wonderful devices for moving your GoHighLevel setup to brand-new and existing client accounts. They save you effort and time by decreasing the manual actions needed to set up your business’s automations. Extendly stands out from other service providers by supplying comprehensive snapshots that are developed to meet the needs of specific markets and common usage cases. Their SAAS snapshot, local business snapshot, health and fitness snapshot and real estate snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you team related automations together. Organizing an Automation Library aids you collaborate with large numbers of automations and avoids the danger of forgetting to update essential settings or accidentally transforming something by mishap.
To develop a brand-new automation library, click the “Add” switch in the upper-right corner of the display. Next, choose the desired tags and the sources that you intend to back up. You can additionally establish the backup schedule. The most basic option is everyday with 35 day retention, which will certainly take a snapshot on a daily basis and keep it for 35 days.
SM’s plan works by examining all the identified sources in your collection to see if any one of them have been modified given that the last backup. If it discovers one, SM takes a new snapshot and checks the changes once again. If it discovers an additional adjustment, the oldest snapshot is erased and its information is replicated to the latest one.
The automated snapshot development workflow uses a state device that begins in the CREATION_START state and constantly checks the problems to make certain that they are satisfied. When the problems are fulfilled, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not met, it transfers to DELETION_START and after that to DELETION_FINISHED states till the snapshot is developed or erased.